Kolte Technologies - Offshore Software Development & IT Consulting Company
Case Study · Financial Services · AI

RAG Knowledge Assistant

A retrieval-augmented assistant that lets thousands of staff query decades of policy documents in plain language — with cited, trustworthy answers.

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Country
United States
Industry
Financial Services
Project Type
AI build
Audience
Internal staff
Problem Challenges Approach Key Features Tech Stack Testimonials
The Business Problem

Decades of policy, answered in plain language

Thousands of staff needed answers buried in decades of dense policy and compliance documents — but keyword search was slow, and generic AI tools couldn’t be trusted with sensitive, regulated content.

The client needed an assistant that answers in plain language, cites its sources, keeps data private, and stays accurate as documents change.

What we had to solve

Project Challenges

Data privacy

Keep sensitive documents private, on-prem or in the client’s own cloud.

Answer accuracy

Cited, source-linked responses users can trust and verify.

Scale to thousands

Fast, reliable answers for the entire organisation.

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How we work

The Kolte Approach

1

Understand the business

Immersed in the client's goals, users and market to define the right solution.

2

Research & analysis

Analysed competitors, user needs and technical options to shape a roadmap.

3

Design & development

Designed intuitive interfaces and built with clean, scalable, well-tested code.

4

Testing & deployment

Rigorously tested across devices, then deployed with secure, automated pipelines.

5

Maintenance & support

Continue to support, monitor and enhance the platform as the business grows.

6

Measuring & optimizing

Track key metrics and continuously optimise for performance and conversion.

7

Compliance

Ensured the platform meets relevant data-protection and industry requirements.

End-to-end delivery

A single accountable team from first workshop to ongoing optimisation.

What we built

Key Features

Grounded, private and always up to date — enterprise AI that staff can actually trust.

Cited answers

Every response is source-linked and traceable.

Role-based access

Answers respect each user’s permissions.

Private deployment

Runs on-prem or in your own cloud.

Continuous re-indexing

Stays current as documents are added or changed.

Under the hood

Technology Stack

A modern, proven stack built for performance, scale and security.

AI
LLMVector search
Back End
Python
Database
PostgreSQL
Testimonials

Trusted by experts across the globe

Kolte Technologies does an amazing job at building, changing and troubleshooting things. I've been working with them for years and I'm happy to have them. Thank you!

Chris B.
Verified client · United States

Great team! Delivered my API project on time — very professional and easy to work with. Highly recommended.

Gregory M.
Verified client · Greece

Very knowledgeable and professional group of people. Love working with them — they assisted in completing my project on time.

Ash S.
Verified client · Australia

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